Category Archives: Estate Planning & Probate

ESTATE PLANNING – WW 2017_8

EASY AND EFFECTIVE? I discussed in the last WealthWISe how my approach to estate planning is a quicker less stressful process. So there is no reason to put it off. In fact, if you have a will or a trust … Continue reading

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ESTATE PLANNING – WW 2017_5

Are you one of the people who delay when it comes to estate planning, seeing it as too complicated and presenting unrealistic goals. It doesn’t have to be that way! If you have estate planning documents drafted prior to 2012, it … Continue reading

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Estate Planning – retirement WW2017_1

Want to waste your retirement plan? A favorite client recently retained me after his mother’s death to help him settle her revocable living trust (RLT). His father died shortly before. My client was the trustee and sole heir under the … Continue reading

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The Best Holiday Gift WW2016_11

The best holiday gift What is the best holiday gift for your loved ones? Save them from the stress and expense of cleaning up your estate! Trust me. Unless you have a deal with the devil, you will not die … Continue reading

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Estate Planning WW 2016_9

How do I simplify your estate ? clients often don’t consider the fact that once a person dies, the dededent is not available to transfer property to his family. So often the family must go to the Probate Court to … Continue reading

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Revocable Living Trusts

Have you ever asked yourself what would happen to your estate if you were in a serious accident? What if you ended up in a coma or worse? What would happen to your loved ones if you died? Even if … Continue reading

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Your Tax, Estate and Business Resource!

Are you paying high taxes without knowing why? Understand & pay less.  Are you unsure of what you just signed? Knowledge will empower you. Is your family afraid of what will happen if you die? Plan your estate!  I offer you ease and … Continue reading

Posted in Business Law, Business Tax, Estate Planning & Probate, Individual Tax, Real estate, investing, Representation before the IRS, Speaking, What's New? | Leave a comment

Listen and grow richer…

Do taxes and law mean nothing but frustration to you? As your mentor, Wis Laughlin takes the worry out of taxes. He gives you control over taxes, wills, and trusts, so the government gets less. Wis’s motto is ease and effectiveness. Do your group a favor. … Continue reading

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Estate Planning Organizer

ESTATE PLANNING INFORMATION PACKAGE For complete transparency, this Estate Planning Information Package is also your estate planning agreement. I agree to provide you a Trust, Will, Power of Attorney and Advance Care Plan if selected on the Questionnaire below. To begin … Continue reading

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WHO’S AFRAID OF PROBATE?

The job of the executor can be long and arduous, but with the help of a professional, you can get it done. This article describes the executor’s duties. (To find out how to relieve your family from spending the time … Continue reading

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